CIK: 0001976256
申告総資産額
$3.3億
上位200銘柄を表示中（全480銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 11.46% | -0.70% | +13.53% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 7.87% | -0.43% | +6.62% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 6.91% | +0.11% | +9.31% | |
| 4 | AVDE | Avantis International Equity | ETF-その他 | 4.35% | -0.40% | +3.69% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.11% | -0.25% | +8.14% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.74% | -0.19% | +7.52% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.75% | -0.13% | +7.58% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.72% | +0.03% | +7.19% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.80% | +0.05% | -17.63% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.76% | — | -7.53% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.75% | +0.10% | +2.42% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.66% | -0.11% | +34.87% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.51% | -0.06% | -1.68% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.51% | -0.15% | +46.07% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.50% | — | -21.66% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.41% | -0.06% | -2.46% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.40% | +0.18% | +0.77% | |
| 18 | FPEI | First Trust Institutional Pr | ETF-その他 | 1.25% | — | -11.98% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.18% | -0.08% | +13.01% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.18% | — | +9.37% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.18% | +0.01% | -4.99% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.18% | -0.03% | +15.28% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.14% | — | +144.95% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.10% | -0.02% | +52.58% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.83% | — | -8.39% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.83% | — | +74.72% | |
| 27 | DFAT | Dimensional US Target Value | ETF-その他 | 0.81% | -0.08% | +9.48% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.78% | — | +23.53% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.72% | +0.03% | -7.41% | |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.67% | — | +0.39% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.67% | — | +85.91% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.66% | -0.01% | -7.24% | |
| 33 | ELS | Equity Lifestyle Properties | 株式-不動産 | 0.61% | — | — | |
| 34 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 0.61% | -0.05% | -0.10% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.57% | — | +29.63% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.54% | — | -0.46% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | -12.18% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | — | +8.50% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.51% | — | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | +0.01% | -9.94% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.48% | -0.07% | — | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.48% | — | -5.23% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.47% | +0.02% | -8.43% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | — | -23.98% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | +0.23% | -22.01% | |
| 46 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.39% | — | -37.85% | |
| 47 | AVB | Avalonbay Communities INC | 株式-不動産 | 0.37% | — | — | |
| 48 | PSA | Public Storage | 株式-不動産 | 0.36% | — | -1.34% | |
| 49 | PLD | Prologis INC | 株式-不動産 | 0.35% | — | -18.74% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | -0.52% |